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UHT

Universal Health Realty Income Trust

159 hedge funds and large institutions have $359M invested in Universal Health Realty Income Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

2% more funds holding

Funds holding: 156159 (+3)

1.02% less ownership

Funds ownership: 65.25%64.23% (-1%)

16% less capital invested

Capital invested by funds: $428M → $359M (-$69.3M)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
54
Closed
9
Calls
$404K
Puts
Net Calls
+$404K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$62.4K +$43.9K +947 +159%
VanEck Associates
127
VanEck Associates
New York
$61K +$2.92K +63 +4%
DZ Bank
128
DZ Bank
Germany
$52.6K
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$49.9K +$7K +151 +14%
AIP
130
Ameritas Investment Partners
Nebraska
$45K
TCOV
131
Trust Company of Vermont
Vermont
$35.2K
GEA
132
Glen Eagle Advisors
New Jersey
$27K
KBC Group
133
KBC Group
Belgium
$26K -$789K -17,025 -96%
QCG
134
Quadrant Capital Group
Ohio
$23.8K -$3.01K -65 -10%
HI
135
Harbour Investments
Wisconsin
$22.2K
HCM
136
Highlander Capital Management
New Jersey
$20K +$23.2K +500 New
NFSG
137
Newbridge Financial Services Group
Florida
$15.4K
US Bancorp
138
US Bancorp
Minnesota
$14.4K -$5.33K -115 -24%
NS
139
NBC Securities
Alabama
$14K +$16.2K +350 New
AF
140
Allworth Financial
California
$13.1K
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$10.9K -$393K -8,490 -97%
SSB
142
Sandy Spring Bank
Maryland
$9.79K
GC
143
Gould Capital
Washington
$8.15K
PA
144
PSI Advisors
Florida
$6.22K
NA
145
NewEdge Advisors
Louisiana
$4.89K
EWA
146
EverSource Wealth Advisors
Alabama
$4K
Bessemer Group
147
Bessemer Group
New Jersey
$4K +$510 +11 +14%
LFA
148
LGT Financial Advisors
Texas
$3.36K +$3.85K +83 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.83K +61 New
S
150
SignatureFD
Georgia
$2.1K -$6.63K -143 -73%

UHT Hedge Fund Activity: Q3 2023 in Review

159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2023, worth a combined $359M — down 16% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 9 closed out — a net gain of 6 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.75M. The largest seller was Norges Bank, cutting an estimated $3.86M.

  • 159 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $359M of Universal Health Realty Income Trust stock for Q3 2023, down 16% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2023 and 9 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2023 was Millennium Management, an estimated $2.75M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2023 was Norges Bank, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2023.